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CIK: 0001484205
Total reported value
$2.3B
$2.3B
670 檔
44.8%
At the close of Q1 2025, Halbert Hargrove Global Advisors, LLC disclosed equity holdings valued at approximately $2.3B, spread across 670 reported holdings.
In Q1 2025, Halbert Hargrove Global Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 670 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.83% | +0.13% | -1.22% | |
| 2 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 15.41% | +0.05% | -1.07% | |
| 3 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 11.09% | +0.30% | +1.23% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 8.44% | — | — | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.80% | -0.36% | -0.41% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.82% | +0.31% | +0.76% | |
| 7 | NTSI | Wisdomtree International Eff | ETF-Other | 6.74% | -0.31% | +0.49% | |
| 8 | INTF | Ishares International Equity | ETF-Other | 5.54% | -0.23% | +1.27% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-Other | 5.53% | -0.02% | +4334.98% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.98% | +0.04% | +0.23% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 3.03% | +0.15% | -3.63% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.51% | -0.10% | -6.85% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.65% | -0.01% | -2.41% | |
| 14 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.63% | +0.06% | +3.80% | |
| 15 | VONE | Vanguard Russell 1000 | ETF-Other | 0.49% | — | -5.88% | |
| 16 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.44% | -0.04% | +3.05% | |
| 17 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.41% | -0.04% | +3.53% | |
| 18 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.36% | +0.01% | +0.01% | |
| 19 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.34% | -0.02% | +0.87% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.34% | — | -0.09% | |
| 21 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.33% | -0.02% | -12.84% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.32% | — | -0.43% | |
| 23 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.30% | +0.04% | -3.95% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.28% | -0.06% | -96.82% | |
| 25 | TT | Trane Technologies plc | Stock-Industrials | 0.27% | — | +0.01% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.01% | -40.05% | |
| 27 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.23% | -0.08% | +0.09% | |
| 28 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.19% | +0.01% | +20.97% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.17% | +0.01% | +0.79% | |
| 30 | PH | Parker Hannifin CORP | Stock-Industrials | 0.14% | — | NEW | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | -0.07% | +4.09% | |
| 32 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.13% | — | +17.36% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.08% | — | +6.41% | |
| 34 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.07% | — | +1.52% | |
| 35 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.07% | — | — | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.07% | +0.01% | +1.22% | |
| 37 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.07% | -0.03% | — | |
| 38 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.06% | — | -2.62% | |
| 39 | ZION | Zions Bancorp NA | Stock-Financials | 0.05% | +0.01% | — | |
| 40 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.05% | — | -8.30% | |
| 41 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.05% | — | -9.84% | |
| 42 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.05% | — | +12130.36% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.05% | — | +96.93% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.04% | — | +3.07% | |
| 45 | U | Unity Software Inc | Stock-Tech | 0.04% | -0.01% | — | |
| 46 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.04% | — | +0.04% | |
| 47 | NTSE | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.04% | — | -13.12% | |
| 48 | SNOW | Snowflake Inc | Stock-Tech | 0.04% | -0.01% | +0.07% | |
| 49 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.03% | — | +2.00% | |
| 50 | KEL | Kellanova | Stock-Other | 0.03% | — | +0.03% |
According to official SEC Form 13F filings, Halbert Hargrove Global Advisors, LLC reported a total U.S. public equity portfolio value of $2.3B across 670 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, NTSX, LRGF) accounted for 44.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $280.2M
During Q1 2025, Halbert Hargrove Global Advisors, LLC's top holdings by market value included IVV (15.8%)、NTSX (15.4%)、LRGF (11.1%). The largest single position, IVV, represented 15.8% of total portfolio value.
In Q1 2025, Halbert Hargrove Global Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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